QC Calibration Queue BI Cards

What BI Cards Measure

Business Intelligence (BI) cards offer a visual representation of the different tasks related to managing both the loan file documentation request as well as the QC results request for the calibration loan sample as the calibration sample moves along its timeline to completion. Timelines for task completion are known as service level agreements or SLAs. An SLA is the total number of days the lender has to complete the task.

This breakout can influence your daily workflow in that you may want to begin working on requests that are outside SLAs or near SLAs first.

Loan Files Requested

The first BI Card is Loan Files Requested. This displays the number of loans selected for a calibration sample.

Outside SLA – All loans where the Loan File Requested status original due date has passed and the SLA for that request has been exceeded is displayed in a red circle.

Near SLA – All loans where the number of days left to complete the loan file request is 50% or less of the SLA time frame is displayed in a yellow circle.

In SLA - All loans where the number of days left to complete the loan file request is greater than half (50%) of the SLA time frame are displayed in a green circle.

Submitted – Loan reviews with a loan file uploaded to a current or previous review are displayed in a solid green circle.

Lender QC Results Requested

The second BI Card is Lender QC Results Requested. This displays the number of loans selected for a calibration sample where the Calibration Review Status is equal to "QC Results Requested" or "QC Results in Progress."

Outside SLA – All loans where the QC Results Requested original due date has passed and the SLA for that request has been exceeded is displayed in a red circle.

Near SLA – All loans where the number of days left to complete the QC results request is 50% or less of the SLA time frame. are displayed in a yellow circle.

In SLA – All loans where the number of days left to complete the request is greater than half (50%) of the SLA time frame are displayed in a green circle.

Lender QC Results Selected

The third BI Card is Lender QC Results Selected. This displays the number of loans selected for a calibration sample where the Calibration Review Status is equal to "QC Results Requested," "QC Results in Progress," or "QC Results Submitted."

Requested – Loans with a Calibration Review Status = QC Results Requested are displayed in a navy-blue ring.

Saved/Not Submitted – Loans with a Calibration Review Status = QC Results in Progress are displayed in a purple ring.

Submitted – Loans with a Calibration Review Status = QC Results Submitted are displayed in a solid green circle.